See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,330 | $58,208-80.5% | $81,812-86.2% | $80,856-86.0% |
| Participation rate | 88.9% | 63.4%+25.5pp | 72.3%+16.5pp | 67.6%+21.3pp |
| Annual return | 14.19% | 41.66%-27.5pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,886 | $2,340+23.3% | $2,912-0.9% | $2,755+4.8% |
| Participant deferral / active EE | $5,128 | $3,281+56.3% | $4,319+18.7% | $4,296+19.4% |
| Admin fee / account holder | $1,480 | $4,981-70.3% | $7,386-80.0% | $6,918-78.6% |